Our Services
cfo BUSINESS ADVISORY services
You started your business because you’re an expert in your industry, you wanted more freedom, and you wanted to make more money. Now you’re wearing ALL the hats – you’re tasked with the accounting, marketing and operational management of your business. Someday you want to exit your business – whether that means taking a step back from day-to-day operations or whether you plan to sell your business or create a legacy business to last for generations. You need a clear path to do that, so where do you start?! Contact us today to schedule a free Right-Fit Discovery Call to get started on your journey to a more profitable and successful business to achieve your business and life goals!
ACCOUNTING SERVICES
As a business owner, worrying about maintaining your financial records can take away your peace of mind. With more than 20 years of experience, we take on the responsibility of handling your daily, monthly, and annual accounting needs so you can devote your time to your day-to-day operations and have the necessary data to make informed decisions to grow your business.
These services include:
- Accounts Receivable Processing and Monitoring
- Accounts Payable Processing and Monitoring
- Budget Preparation & Forecasting
strategic Partnerships
While our firm does not directly offer tax preparation and payroll services, we have cultivated a strategic partnership network of experienced service providers who provide these services for our clients.
Tax Services: We partner with CPA firms to offer not just preparation and filing services, but also planning and strategy services that you can only get from an experienced professional. They will work with you to reduce tax burdens, increase tax savings, and save money while complying with tax laws and regulations.
Financial Planning Services: We partner with Certified Financial Planners to help you plan for retirement and other life events. Your business figures very prominently in your retirement plans, so this partnership is crucial in setting business and life goals. A Financial Planner will partner with you to achieve your long-term financial goals.
Payroll & HR Services: From newly hired employees to comprehensive benefits plans, we partner with payroll service providers to offer a full range of HR services that make sense for your business and will save you time and money. These firms will ensure you and your employees have a go-to resource for all things HR and that your business complies with the many ever-changing employment laws and regulations.